PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$12K ﹤0.01%
118
1602
$12K ﹤0.01%
89
1603
$12K ﹤0.01%
721
+328
1604
$12K ﹤0.01%
504
1605
$12K ﹤0.01%
227
1606
$12K ﹤0.01%
+398
1607
$12K ﹤0.01%
261
+228
1608
$12K ﹤0.01%
15
+12
1609
$12K ﹤0.01%
163
1610
$12K ﹤0.01%
95
-18
1611
$12K ﹤0.01%
399
1612
$12K ﹤0.01%
1,139
+979
1613
$12K ﹤0.01%
+1,077
1614
$11K ﹤0.01%
+431
1615
$11K ﹤0.01%
479
+43
1616
$11K ﹤0.01%
+280
1617
$11K ﹤0.01%
265
-139
1618
$11K ﹤0.01%
3,222
-144
1619
$11K ﹤0.01%
1,102
1620
$11K ﹤0.01%
254
-1,085
1621
$11K ﹤0.01%
297
-22
1622
$11K ﹤0.01%
204
+36
1623
$11K ﹤0.01%
365
1624
$11K ﹤0.01%
169
-11
1625
$11K ﹤0.01%
658
+314
63 64
65
66 67